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Jacob Aaron Mcclure

THE WEALTH COACH, LLC·SALADO, Texas
Series 6, Series 7, Series 63, Series 65Clean record21 years registeredTHE WEALTH COACH, LLC
918 NORTH MAIN STREET, SALADO, TX 76571CRD# 2740184Firm CRD# 144588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Aaron Mcclure · SALADO, TX
Registration
CRD #2740184 · THE WEALTH COACH, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

THE PERSONAL WEALTH COACH
Aug 2007 – present
NEXT FINANCIAL GROUP, INC.
Oct 2006 – Aug 2011
SALADO, TX
INTERSECURITIES, INC.
Apr 2005 – Nov 2006
SALADO, TX
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · April 26, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE WEALTH COACH, LLC
CRD 144588 · SEC 801-68174
AUM
$187M
Regulatory assets under management
Employees
3
787 client accounts
Services offered by THE WEALTH COACH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE WEALTH COACH, LLC →
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05

Frequently Asked Questions

What services does Jacob Aaron Mcclure offer?
Jacob Aaron Mcclure specializes in Financial Planning, Investment Management. Contact their office in SALADO, Texas for a consultation.
What are Jacob Aaron Mcclure's credentials?
Jacob Aaron Mcclure is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Aaron Mcclure located?
Jacob Aaron Mcclure is based in SALADO, Texas, working with THE WEALTH COACH, LLC. Their office serves clients in the SALADO metropolitan area and surrounding communities.
How does Jacob Aaron Mcclure charge for services?
Jacob Aaron Mcclure's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE WEALTH COACH, LLC?
THE WEALTH COACH, LLC has approximately 3 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE WEALTH COACH, LLC

Jeffrey William Mcclure
SALADO, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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